When creating a form, you can optionally select to send a payment request with the form. To do this, at the bottom of the form, select ‘Take a payment when this form is completed’.
This will display payment fields to complete. These are the same fields as a standard payment request in Digital Practice.
Payment amount - The Amount you are requesting for payment.
Payment description - A short description of what the payment is for.
Expires after - How long until the payment link expires and cannot be used.
Pre-authorise client's card - Pre-authorise a payment on the client's card
When sending a form to your client that contains a payment request, prior to completing the send, you will see a screen modal display with a payment amount field and a payment description on screen.
Here, you can leave this amount and description as the default set in the form setup screen, or change that to any other value applicable to this specific client form.
Once a payment amount and description is amended for a client form, this is the information that is sent to the client in the payment request.